2019 December Marketing Tip

Stay updated and safe!

Everything you need to know when upgrading from Service Assistant® 4 to Service Assistant 5.

If you haven’t already made the switch to Service Assistant 5 (SA5), what are you waiting for?

Many Real Green customers are upgrading their old software to SA5 for a variety of reasons, including data security.

Why upgrade?

Two very important reasons to change are:

1. SA4 is no longer being updated and is no longer PCI compliant – meaning your customer’s data is in jeopardy.

2. As of July 19, 2019, Microsoft ceased support of Windows Server 2008, and SQL server 2008 support will end January 14, 2020. Hosting data on either of these servers will expose it to dangerous security and compliance risks.

How to upgrade

Here’s what you need to know to have a smooth upgrade. SA5 is compatible with internet browsers Chrome, Firefox, Safari and Edge. Before you start, there are eight SA5 Implementation Steps that you will need to take for Real Green to host your data.

System Training – this is online and can be completed at your office

Email Setup

Establish Go-Live Date – to start using SA5 for your daily workflow

Create Environment – establish parameters, programs, etc. so you can start working

Go Live

VMware License Review

Post Migration Care – assess how you’re doing and if you have any questions

Once you’ve made the transition, you’ll enjoy a clean interface and user-friendly experience.

What’s different about SA5?

SA5’s web-based platform is easier to use and makes it easier to train your team. You will have access to online screen help tutorials, automated call log notifications on all screens, customizable forms like invoices and statements, robust search options, more intuitive screens and streamlined workflows. This cloud-based platform provides anytime access from any web-enabled device. It requires no manual backups or updates, so there is no need to maintain server hardware–saving you time and money.

These are just a few of the key advantages of SA5. Learn more about Service Assistant 5 at RealGreen.com or attend Solutions 2020 in Nashville, TN this January 5-8, 2020 at the Gaylord Opryland Resort and Convention Center. Head to Going2Solutions.com for details and to register.

Everything you need to know when upgrading from Service Assistant® 4 to Service Assistant 5.